Leo Wealth, LLC: BMY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leo Wealth, LLC on BMY, newest first. How the timeline and the estimate are built.
Leo Wealth, LLC held 65,938 BMY shares at 2026-03-31 per its 13F-HR filed 2026-05-05.
the latest 13F is the newest step
- period ended2026-03-3113F 65,938 sharesChange vs previous 13F +13,804 shares
0.29% of the 13F portfolio, value $3,999,128.
13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 52,134 sharesChange vs previous 13F +14,033 shares
0.2% of the 13F portfolio, value $2,812,112.
13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,101 sharesChange vs previous 13F -7,131 shares
0.22% of the 13F portfolio, value $1,718,346.
13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 45,232 sharesChange vs previous 13F +38,286 shares
0.16% of the 13F portfolio, value $2,093,767.
13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,946 sharesChange vs previous 13F -8,019 shares
0.06% of the 13F portfolio, value $423,628.
13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,965 sharesChange vs previous 13F +5,085 shares
0.08% of the 13F portfolio, value $846,421.
13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,880 sharesChange vs previous 13F -861 shares
0.05% of the 13F portfolio, value $511,176.
13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 10,741 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $445,066.
13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).